Bob Van Cleave, CPA, MBA

Getting To Know Us Is Good.
Getting To Know You Is Better.

Take a closer look at our Vision, Mission, History, and Leadership.

Accessiblity for All

Transamerica Financial Advisors, Inc. (TFA) is part of Transamerica, a company that has stood for innovation and openness since 1904, when a young entrepreneur named Amadeo P. Giannini founded a bank in San Francisco to make financial services available to everyone. This company was among the first to serve everyday people with banking services, and in 1909, it began establishing branches to serve more customers.

In keeping with this history, TFA's representatives strive to serve people from all backgrounds, and encourage clients to think differently about their future by considering their long-term health in pursuit of their financial success. Because just like with planning and saving, we believe the little steps we take today toward better health can make a big difference for tomorrow.

Get our company overview brochure to take a closer look.

Be Well. Build Wealth.

3,380

Registered Representatives

1,320

Investment Advisor Representatives

100+

Product Providers

$10B+

Assets Under Management

300K+

Customer Accounts

Leading the Way to Wealth + Health

"Be the first in everything." That was the goal of Amadeo P. Giannini, as he laid the foundation for Transamerica. And it's a goal that's continued to shape the company. That's why at TFA, we believe our responsibility goes beyond insurance, investments, and retirement accounts. Our representatives are also in the business of helping people improve their financial and personal well-being. Today, TFA and our representatives work hard to lead the way in:

Commitment To Education

Giving more middle-class families access to wealth management strategies and solutions

Connecting Wealth + Health

Emphasizing the connection between wealth and health, so TFA clients can add more life to their years and more years to their lives

Opportunities For Entrepreneurs

Creating opportunities for financial services entrepreneurs who want to build a business that serves the families and businesses in their communities

Our History

TFA registered with FINRA, and started serving families. The firm was created to enhance the present and future economic well-being of its clients and Representatives.

TFA registered with the SEC to become a full-service broker-dealer dedicated to meeting clients' diverse financial needs.

TFA merged with InterSecurities, Inc. and grew to more than 1,700 registered representatives and $16 billion in client accounts.

To gain greater efficiency, TFA merged with World Group Securities, Inc., another Transamerica company and broker-dealer.

Based on 2014 data, TFA was the No. 1 broker-dealer based on the number of women advisors and the fifth largest U.S. broker-dealer based on number of representatives.

TFA was named the No. 1 broker-dealer for the number of producing female representatives and the No. 2 broker-dealer for the overall number of female representatives.

1984

Open For Business

1991

A Stronger Product Portfolio

2009

Growth Through A Merger

2012

A Game-Changing Move

2015

A Stronger Product Portfolio^{1, 2}

2018

Changing The Face Of The Industry³

1. https://data.investmentnews.com/broker-dealer-data/rankings?HD=true&F=frps&U=staffing&Y=2017&XS=40549_3
2. https://data.investmentnews.com/broker-dealer-data/rankings?HD=true&F=rps&U=staffing&Y=2017&XS=18228_3
3. https://www.investmentnews.com/gallery/20180522/FREE/522009996/PH/ibds-with-the-most-female-reps&Params=Itemnr=11

Meet Our Leaders

TFA is managed by a team of dedicated and focused professionals, whose knowledge and experience come together to make a difference for our clients, representatives, and product providers.

George Chuang

President & CEO

Dan Trivers

Vice President of Operations

Brian Beitzel

Chief Financial Officer

Karen Perry

Chief Supervisory Officer

Brad Mullikin

Chief Compliance Officer

Scott Nishimura

Director of Wealth Management, Advisory

Matt Chambers

Director, Business Development